Laeticia Goldberg
Celina,TX
Summary
Results-driven Inbound Sales Representative with expertise in CRM software, client needs assessment, and sales strategies. Proven ability to adapt communication styles and enhance customer relationships, driving successful outcomes in competitive environments.
Overview
1
1
Language
13
13
years of professional experience
Work History
Inbound Sales Representative/Agent
Senior Life Insurance Company
Celina, Texas
07.2025 - Current
- Engaged clients through inbound calls to assess insurance needs.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Adapted communication style to meet diverse client needs and preferences.
- Utilized CRM software to track client interactions and follow-ups systematically.
- Maintained updated knowledge of company policies and insurance regulations.
Administration Manager
FPS Insurance
Boynton Beach, Florida
04.2013 - 01.2023
- Managed daily office operations and maintained efficient workflow processes.
- Supervised administrative team operations, ensuring timely task completion and smooth workflow.
- Supervised administrative staff, providing guidance and support for task completion.
- Coordinated staff schedules and ensured adequate coverage across departments.
- Oversaw vendor relationships and negotiated contracts, optimizing procurement of office supplies and services.
- Developed reports on operational performance for senior management review.
- Maintained accurate database of company documents, facilitating easy access and compliance with record-keeping standards.
Inbound Sales Representative
Hyatt Assisted Living
Pompano Beach, Florida
02.2015 - 10.2019
- Engaged potential residents through personalized communication and relationship-building efforts.
- Utilized CRM software to track interactions and manage leads effectively.
- Conducted needs assessments to identify suitable living options for clients.
- Delivered informative presentations about community services and amenities to prospective families.
- Addressed client inquiries promptly, providing accurate information about available accommodations.
Education
Associate of Science - Engineering Mechanics
University of Houston
Houston, TXPhleblotomy
South College
South Florida Skills
- Sales strategies
- Client needs assessment
- Insurance regulations
- CRM software
- Sales forecasting
- Data management
- Client relationship management
- Needs analysis
- Presentation skills
Languages
Spanish
Native/ Bilingual
Timeline
Inbound Sales Representative/Agent
Senior Life Insurance Company
07.2025 - Current
Inbound Sales Representative
Hyatt Assisted Living
02.2015 - 10.2019
Administration Manager
FPS Insurance
04.2013 - 01.2023
Associate of Science - Engineering Mechanics
University of Houston
Phleblotomy
South College